Master the Business of
Running Your Business

Access the business data that matters most to entrepreneurially-minded advisors.

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Make Metrics Meaningful, Again

 

With a business intelligence and insights software designed to deliver only the most essential business and client data in a single, instantly accessible view. 

 

Do Data Differently

Easier access to your most important business data aggregated from the
fintech solutions you trust most, thanks to smarter integration with:

 
 
 
 
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From Practice to Pro

The right business insights for advisors interested in making better business decisions. 

  • Manage your prospect pipeline, and identify the most productive products, relationships and client segments at-a-glance
  • Track money movement in real-time
  • View current asset and revenue opportunities and gaps
  • Manage your prospect pipeline
 
 
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Opportunity's Calling

With the industry's first VOIP telephone integration, powered by Jive Communications, access essential client data you need when you need it.

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Collaborate, Intentionally

For a low monthly advisor cost and with no-surprise delegate access for up to three included, Advisor Metrix is an advisor-team work and business intelligence technology that actually works for teams.  

 
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Make Metrics Meaningful Again, with Advisor Metrix.

Sign up to experience its power.

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